OptimizeRx Corp
OPRX- Exchange
- Nasdaq
- Industry
- Services-Business Services, NEC
- SEC CIK
- 0001448431
No open-market purchases or sales by OptimizeRx Corp insiders were filed in the last 90 days; 112 institutions reported holding it in 13F filings for Q2 2026, worth $64.2M in total; no superinvestor holds it.
13F holders, Q4 2023
Institutional positions in OptimizeRx Corp as of Dec 31, 2023. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 98
- +5 vs. Q3 2023
- Shares held
- 12.5M
- +108.7K (+0.9%) vs. Q3 2023
- Total value
- $178.8M
- +$82.3M (+85.3%) vs. Q3 2023
- New holders
- 21
- 32 more added
- Sold out
- 16
- 30 more reduced
2 institutions that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 2023: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting OPRX on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 112 | $64.2M |
| Q1 2026 | 128 | $85.8M |
| Q4 2025 | 129 | $163.9M |
| Q3 2025 | 125 | $273.7M |
| Q2 2025 | 111 | $168.2M |
| Q1 2025 | 87 | $101.6M |
| Q4 2024 | 87 | $55.3M |
| Q3 2024 | 85 | $95.5M |
| Q2 2024 | 92 | $130.8M |
| Q1 2024 | 97 | $155.4M |
| Q4 2023 | 98 | $178.8M |
| Q3 2023 | 95 | $101.8M |
| Q2 2023 | 102 | $184.1M |
| Q1 2023 | 110 | $196.3M |
| Q4 2022 | 129 | $229.8M |
| Q3 2022 | 128 | $204.5M |
| Q2 2022 | 147 | $428.1M |
| Q1 2022 | 153 | $585.1M |
| Q4 2021 | 180 | $930.5M |
| Q3 2021 | 163 | $1.19B |
| Q2 2021 | 142 | $760.9M |
| Q1 2021 | 121 | $566.9M |
Institutions, Q4 2023
Shares, value and share of portfolio for each institution holding OptimizeRx Corp; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Bessemer Group Inc | 20 | $0 | 0.00% | 00.0% | Unchanged |
| Toronto Dominion Bank | 10 | $143 | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 12 | $172 | 0.00% | 00.0% | Unchanged |
| Comerica Bank | 28 | $401 | 0.00% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 31 | $444 | 0.00% | +31 | New |
| ICA Group Wealth Management, LLC | 50 | $716 | 0.00% | +50 | New |
| Householder Group Estate & Retirement Specialist, LLC | 70 | $1.00K | 0.00% | +70 | New |
| AdvisorNet Financial, Inc | 100 | $1.43K | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 100 | $1.43K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 260 | $3.77K | 0.00% | +122+88.4% | Added |
| Compagnie Lombard Odier SCmA | 410 | $5.87K | 0.00% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 431 | $6.00K | 0.00% | −24−5.3% | Reduced |
| Atlantic Trust, LLC | 550 | $7.87K | 0.00% | −18,895−97.2% | Reduced |
| Point72 Asia (Singapore) Pte. Ltd. | 618 | $8.85K | 0.00% | +618 | New |
| Metropolitan Life Insurance Co | 925 | $13.2K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 1,258 | $18.0K | 0.00% | 00.0% | Unchanged |
| AJOVista, LLC | 1,697 | $24.3K | 0.03% | +1,697 | New |
| Legal & General Group Plc | 1,711 | $24.5K | 0.00% | −203−10.6% | Reduced |
| Avalon Trust Co | 2,000 | $28.6K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 2,142 | $30.7K | 0.00% | +1,462+215.0% | Added |
| Citigroup Inc | 2,248 | $32.2K | 0.00% | −3,941−63.7% | Reduced |
| Amalgamated Bank | 2,387 | $34.0K | 0.00% | −176−6.9% | Reduced |
| California State Teachers Retirement System | 2,661 | $38.1K | 0.00% | −1,010−27.5% | Reduced |
| FMR LLC | 2,872 | $41.1K | 0.00% | +689+31.6% | Added |
| Northwestern Mutual Wealth Management Co | 3,109 | $44.5K | 0.00% | +3,109 | New |
| Quarry LP | 3,735 | $53.4K | 0.03% | −4,188−52.9% | Reduced |
| State of Wyoming | 4,045 | $57.9K | 0.01% | +1,567+63.2% | Added |
| Quantbot Technologies LP | 4,586 | $65.6K | 0.00% | −1,717−27.2% | Reduced |
| Advisor Group Holdings, Inc. | 4,630 | $66.3K | 0.00% | −850−15.5% | Reduced |
| New York State Common Retirement Fund | 5,040 | $72.1K | 0.00% | −35−0.7% | Reduced |
| Cetera Trust Company, N.A | 5,400 | $77.3K | 0.05% | +5,400 | New |
| Tower Research Capital LLC (TRC) | 6,765 | $96.8K | 0.00% | +5,432+407.5% | Added |
| Wells Fargo & Company | 7,204 | $103.1K | 0.00% | +873+13.8% | Added |
| BNP Paribas Arbitrage, SA | 7,276 | $104.1K | 0.00% | −3,124−30.0% | Reduced |
| American International Group, Inc. | 8,037 | $115.0K | 0.00% | −265−3.2% | Reduced |
| Cubist Systematic Strategies, LLC | 8,179 | $117.0K | 0.00% | +8,179 | New |
| Deutsche Bank AG | 8,271 | $118.4K | 0.00% | +993+13.6% | Added |
| MetLife Investment Management | 9,158 | $131.1K | 0.00% | 00.0% | Unchanged |
| Corton Capital Inc. | 10,663 | $152.6K | 0.05% | +10,663 | New |
| AQR Capital Management LLC | 11,172 | $159.9K | 0.00% | −1,183−9.6% | Reduced |
| Verition Fund Management LLC | 11,726 | $167.8K | 0.00% | +11,726 | New |
| Algert Global LLC | 12,630 | $180.7K | 0.01% | +12,630 | New |
| Goldman Sachs Group Inc | 13,366 | $191.3K | 0.00% | −30,985−69.9% | Reduced |
| Tudor Investment Corp Et Al | 14,351 | $205.4K | 0.00% | −10,555−42.4% | Reduced |
| UBS Group AG | 14,826 | $212.2K | 0.00% | +6,222+72.3% | Added |
| Hillsdale Investment Management Inc. | 15,700 | $224.7K | 0.02% | +15,700 | New |
| Simplex Trading, LLC | 18,531 | $265.0K | 0.01% | +18,531 | New |
| Brevan Howard Capital Management LP | 19,626 | $280.8K | 0.03% | +4,001+25.6% | Added |
| Occudo Quantitative Strategies LP | 19,967 | $285.7K | 0.04% | +19,967 | New |
| STRS Ohio | 21,500 | $307.0K | 0.00% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 21,611 | $309.3K | 0.00% | −85,163−79.8% | Reduced |
| Barclays PLC | 22,170 | $317.3K | 0.00% | +19,357+688.1% | Added |
| Captrust Financial Advisors | 22,723 | $325.2K | 0.00% | −145−0.6% | Reduced |
| Connors Investor Services Inc | 24,500 | $351.0K | 0.04% | +2,000+8.9% | Added |
| Engineers Gate Manager LP | 25,155 | $360.0K | 0.01% | −2,259−8.2% | Reduced |
| Alliancebernstein L.P. | 25,700 | $367.8K | 0.00% | 00.0% | Unchanged |
| Rhumbline Advisers | 28,144 | $402.7K | 0.00% | +4,733+20.2% | Added |
| Royal Bank of Canada | 29,298 | $419.0K | 0.00% | +1,773+6.4% | Added |
| Squarepoint Ops LLC | 30,971 | $443.2K | 0.00% | +17,230+125.4% | Added |
| Two Sigma Advisers, LP | 35,000 | $500.9K | 0.00% | −37,000−51.4% | Reduced |
| State of Wisconsin Investment Board | 41,100 | $588.1K | 0.00% | +400+1.0% | Added |
| Nuveen Asset Management, LLC | 44,035 | $630.1K | 0.00% | +8,857+25.2% | Added |
| Acadian Asset Management LLC | 44,869 | $641.0K | 0.00% | +44,869 | New |
| American Century Companies Inc | 44,895 | $642.4K | 0.00% | +44,895 | New |
| Charles Schwab Investment Management Inc | 44,903 | $642.6K | 0.00% | 00.0% | Unchanged |
| Greenwood Capital Associates LLC | 54,675 | $782.4K | 0.10% | +20,245+58.8% | Added |
| Bank of America Corp | 55,696 | $797.0K | 0.00% | +6,571+13.4% | Added |
| Victory Capital Management Inc | 58,707 | $840.1K | 0.00% | −11,911−16.9% | Reduced |
| Millennium Management LLC | 69,931 | $1.00M | 0.00% | −67,704−49.2% | Reduced |
| Point72 Asset Management, L.P. | 77,520 | $1.11M | 0.00% | +77,520 | New |
| Morgan Stanley | 77,928 | $1.12M | 0.00% | +30,162+63.1% | Added |
| Avenir Corp | 88,260 | $1.26M | 0.11% | −219,289−71.3% | Reduced |
| Renaissance Technologies LLC | 92,345 | $1.32M | 0.00% | +92,345 | New |
| Perkins Capital Management Inc | 105,463 | $1.51M | 1.29% | +3,600+3.5% | Added |
| Bank of New York Mellon Corp | 106,308 | $1.52M | 0.00% | +1,223+1.2% | Added |
| Citadel Advisors LLC | 112,245 | $1.61M | 0.00% | +59,206+111.6% | Added |
| Bullseye Asset Management LLC | 122,588 | $1.75M | 0.84% | 00.0% | Unchanged |
| Bridgeway Capital Management, LLC | 124,700 | $1.78M | 0.04% | +40,600+48.3% | Added |
| Boothbay Fund Management, LLC | 125,228 | $1.79M | 0.07% | +71,399+132.6% | Added |
| JPMorgan Chase & Co | 126,896 | $1.82M | 0.00% | +1,993+1.6% | Added |
| Millrace Asset Group, Inc. | 133,936 | $1.92M | 1.90% | +133,936 | New |
| Northern Trust Corp | 158,407 | $2.27M | 0.00% | +5,162+3.4% | Added |
| Federated Hermes, Inc. | 182,985 | $2.62M | 0.01% | −164,343−47.3% | Reduced |
| Dimensional Fund Advisors LP | 256,431 | $3.67M | 0.00% | −7,025−2.7% | Reduced |
| Credit Suisse AG | 317,569 | $4.54M | 0.00% | +423+0.1% | Added |
| State Street Corp | 320,559 | $4.59M | 0.00% | −165,259−34.0% | Reduced |
| Rice Hall James & Associates, LLC | 342,741 | $4.90M | 0.28% | −44,636−11.5% | Reduced |
| Geode Capital Management, LLC | 378,513 | $5.42M | 0.00% | +35,417+10.3% | Added |
| Samjo Management, LLC | 410,900 | $5.88M | 2.08% | +410,900 | New |
| D. E. Shaw & Co., Inc. | 462,507 | $6.62M | 0.01% | −137,886−23.0% | Reduced |
| G2 Investment Partners Management LLC | 468,120 | $6.70M | 2.06% | +96,646+26.0% | Added |
| Kennedy Capital Management, Inc. | 490,685 | $7.02M | 0.15% | −64,990−11.7% | Reduced |
| Blair William & Co | 741,104 | $10.6M | 0.04% | −95,394−11.4% | Reduced |
| AWM Investment Company, Inc. | 820,042 | $11.7M | 1.54% | +37,471+4.8% | Added |
| Divisadero Street Capital Management, LP | 949,550 | $13.6M | 3.07% | +949,550 | New |
| Vanguard Group Inc | 1,021,002 | $14.6M | 0.00% | +28,416+2.9% | Added |
| BlackRock Inc. | 1,134,954 | $16.2M | 0.00% | +33,804+3.1% | Added |
| First Light Asset Management, LLC | 1,727,298 | $24.7M | 1.99% | −758,749−30.5% | Reduced |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −97,160−100.0% | Sold out |
| Gsa Capital Partners LLP | 0 | $0 | 0.00% | −64,143−100.0% | Sold out |